Dashboard

The LogixFlow dashboard provides an at-a-glance overview of your document workflow and status. Key metrics and recent documents are displayed to help you quickly understand how your document processes are performing. This allows you to monitor pending approvals, track daily activity, and access recent documents efficiently.

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Key Dashboard Metrics and Their Meaning

  1. Total Documents
    Shows the complete count of all documents in your workspace, giving you a quick sense of your document volume.

  2. Pending Acceptance
    Displays how many documents are currently awaiting approval from recipients. This helps prioritize follow-up actions.
    [USE CASE: A project manager can quickly see how many client proposals are still outstanding.]

  3. Sent Today
    Tracks documents emailed on the current day, useful for monitoring daily workflow activity.

  4. Recalled
    Shows documents that have been withdrawn from recipients, helping track document revisions or corrections.

Accessing Recent Documents

  1. Recent Documents Section
    The dashboard displays your most recent documents with key information:

    • Document ID (e.g., DOC-2, DOC-1)

    • Document name and type

    • Current status (Accepted, Rejected, etc.)

    • Creator and creation date

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  2. Quick Status Review
    Color-coded or labeled status indicators (Accepted, Rejected, Sent, Recalled) allow you to quickly assess document progress without opening individual files.

  3. Quick Actions
    Use the + New Document button to create new documents directly from the dashboard for efficient workflow.

[USE CASE: An accounting firm uses the dashboard each morning to check which invoices were accepted overnight and which need follow-up.]

Notes / Best Practices

  • Review your dashboard daily to stay informed about document status changes.

  • Use the "Pending Acceptance" metric to identify documents needing follow-up communication.

  • The "Sent Today" count helps track team productivity and document workflow volume.

  • Click on any recent document to jump directly to its details page for more information.

Related Articles

  • [LINK: Next Help Article → Creating a New Document]

  • [LINK: Next Help Article → Tracking Document Status and History]

  • [LINK: Next Help Article → Managing Document Approvals and Rejections]